Alibaba’s Qwen hits #1 after free boba vouchers (Full Transcript)

A free bubble-tea voucher blitz drove 10M orders in nine hours, crashing the app and propelling Alibaba’s Qwen past Tencent, ByteDance, and Baidu.
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[00:00:00] Speaker 1: Okay, why does it look like in some of these videos, China is having a national boba emergency. Tons of delivery drivers absolutely packing these stores. We'll call it China's AI bubble tea. One of China's biggest tech companies, Alibaba, gave out millions of vouchers for free boba, all to get people to download its AI chatbot, Quen. You ask it to find bubble tea, it suggests options, you choose how much sugar you want, put in your address, and then done. The result, in just nine hours, people placed more than 10 million free drink orders, the company said. Some bubble tea shops were out of cups, other stores had to shut down for the day, and the app temporarily crashed. But Quen shot to number one on app stores in China, beating offerings from Alibaba rivals like Tencent, ByteDance, and Baidu. All these Chinese tech giants are pouring billions of dollars into AI labs, a key part of Beijing's push to challenge Silicon Valley's early lead as US-China tensions continue to simmer. But in the increasingly heated domestic AI race, especially during the Lunar New Year holiday, when companies duke it out for attention and market share, Chinese tech firms are now enticing users, not just with better benchmarks, but also with tastier freebies, one bubble tea at a time.

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Arow Summary
Alibaba used a massive free bubble-tea voucher campaign to drive downloads of its AI chatbot Qwen. In nine hours, users placed over 10 million free drink orders, overwhelming shops, causing shortages and shutdowns, and briefly crashing the app. The stunt pushed Qwen to the top of China’s app-store rankings ahead of rivals from Tencent, ByteDance, and Baidu, highlighting an intensifying domestic AI race where firms spend billions and use attention-grabbing promotions—especially around Lunar New Year—to win users amid broader US-China tech competition.
Arow Title
Alibaba’s Qwen Tops App Stores After Free Boba Blitz
Arow Keywords
Alibaba Remove
Qwen Remove
AI chatbot Remove
bubble tea Remove
vouchers Remove
app downloads Remove
China tech giants Remove
Tencent Remove
ByteDance Remove
Baidu Remove
Lunar New Year Remove
AI race Remove
US-China tensions Remove
delivery drivers Remove
promotional campaign Remove
Arow Key Takeaways
  • Alibaba drove rapid Qwen adoption by tying the chatbot to a frictionless bubble-tea ordering flow and free vouchers.
  • The promotion generated over 10 million orders in nine hours, straining retail operations and briefly crashing the app.
  • Qwen’s app-store rise shows that user acquisition tactics can matter as much as benchmark performance in AI competition.
  • Chinese tech giants are investing heavily in AI and competing aggressively for attention during high-traffic holidays like Lunar New Year.
  • The domestic AI contest plays into Beijing’s broader goal of narrowing Silicon Valley’s lead amid ongoing US-China tensions.
Arow Sentiments
Neutral: The tone is explanatory and observational, describing the promotion’s scale and effects (shortages, app crash) without strong approval or condemnation, while emphasizing competitive dynamics and strategic intent.
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